Other · DOL Form 5500 · 2022
Millbrook School Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 131
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $209,311
- Avg per participant Above avg balance/head
Official DOL plan name: Millbrook School Defined Contribution Retirement 403(b) Plan · Sponsored by Millbrook School · New York · Educational Services
$27M in assets, 131 participants
Millbrook School's Millbrook School Defined Contribution Retirement 403(b) Plan reported $27M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,694 in Educational Services (4,024 peers)
Coverage in New York
Millbrook School Defined Contribution Retirement 403(b) Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $27M.
- #2,694
- in Educational Services (4,024 peers)
- -11.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Millbrook School Defined Contribution Retirement 403(b) Plan's outsized position by total assets
Millbrook School Defined Contribution Retirement 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,419,783 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Millbrook School Defined Contribution Retirement 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millbrook School Defined Contribution Retirement 403(b) Plan sits mid-pack in the medium band (131 participants).
Plan-year Form 5500 strip
Filing strip 141413770 · Millbrook School PY 2022 · Other
Millbrook School Defined Contribution Retirement 403(b) Plan · $27M · 131 · 82nd
- BOY $27M
- SCH 131
- EBSA 82nd
- PART Other
- TYPE near Cannon School Retirement Plan
- NET ind #2694
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →
Millbrook School Defined Contribution Retirement 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 141413770 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Millbrook School)
Sponsor-wide plan assets over time
All Millbrook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 22.823455605027945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $27M |
| 2023 | 1 | 146 | $32M |
| 2024 | 1 | 146 | $34M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Millbrook School Defined Contribution Retirement 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Cannon School Retirement Plan in NC ($27M); by covered participants it is Cheyenne Mountain Zoological Society 403(b) Plan in CO (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Cannon School Retirement Plan (NC) $27M · 316
- Waterford School 403(b) Plan (UT) $27M · 301
- Boston Higashi School Retirement Savings Plan (MA) $27M · 325
- French International School 403(b) Retirement Plan (MD) $27M · 226
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Cheyenne Mountain Zoological Society 403(b) Plan (CO) 131 · 0 off
- Plantation Village, Inc Retirement Program (NC) 131 · 0 off
- Pathways to Housing DC 403(b) Retirement Plan (DC) 131 · 0 off
- Aua Tax Sheltered Annuity Plan (MD) 131 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.